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Financial Operations: Expert Support for Non-Profit Finance

Get the financial expertise your organization needs. We provide comprehensive bookkeeping, payroll, reporting, and planning services to keep your finances clear, compliant, and mission-focused.

Financial operations and balanced growth

Professional Finance Support for Your Non-Profit

Managing finances is one of the most critical—and often most challenging—aspects of running a non-profit or charity. From day-to-day bookkeeping and payroll to budgeting and year-end reporting, strong financial operations are essential for compliance, funder confidence, and strategic decision-making. Yet many organizations lack the resources to hire dedicated finance staff.

Purpose Forward provides professional financial services tailored to the social purpose sector. Our team handles your bookkeeping, payroll processing, accounts payable and receivable, financial planning, and reporting—giving you accurate, up-to-date financial information and freeing your team to focus on your mission. We understand non-profit accounting and can help you meet funder requirements and maintain compliance.

Our Financial Operations Solutions

Comprehensive Bookkeeping & Record Keeping

Meticulous management of all financial transactions, ensuring accurate and up-to-date records for compliance and reporting.

Payroll & Benefit Administration

Efficient and compliant processing of payroll, employee benefits, and related tax remittances, ensuring timely and accurate compensation.

Accounts Payable (AP) & Accounts Receivable (AR)

Streamlined processes for managing vendor payments, invoicing, and revenue collection, optimizing cash flow.

Financial Planning & Analysis (FP&A)

Support with budgeting, forecasting, and variance analysis to inform strategic decision-making and resource allocation.

Financial Reporting & Audit Preparedness

Preparation of financial statements, operational reports, and year-end documentation to facilitate audits and meet stakeholder needs.

QuickBooks Online (QBO) Cleanup & Optimization

Expert assistance in rectifying past data errors, optimizing QBO setup, and ensuring seamless integration with other systems.

How Our Financial Services Help Your Organization

  • Accurate Financial Records: Maintain precise, compliant records that are always audit-ready.
  • Better Cash Flow Management: Stay on top of payables and receivables for stable operations.
  • Clear Financial Reporting: Get the data you need to make informed budgeting and planning decisions.
  • More Time for Mission Work: Free up leadership from time-consuming financial tasks.
  • Stronger Funder Relationships: Demonstrate solid financial management and accountability.
  • Cost-Effective Expertise: Access professional finance services at non-profit-friendly rates.

"Our books were a mess before Purpose Forward stepped in. Now, we have complete clarity and confidence in our financial reporting, which was crucial for our recent grant application."

— David Lee, Executive Director, Community Arts Initiative

Ready for Financial Clarity & Control?

Connect with our financial experts to streamline your operations and empower your mission with robust financial management.